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funds
4 lower-risk ways to hold WAAAX stocks
Investors seeking exposure to Australia's tech darling WAAAX stocks without the volatility could consider one or more fund managers.
markets
Asia's rat year: pestilence or promise for investors?
Asia's Year of the Rat has begun inauspiciously, with the coronavirus crisis scaring investors after the early optimism of a US-China trade deal.
stocks
3 reasons poor stewardship doesn't mean poor performance
A trio of companies spanning broadcasting, mining services and building materials show why bad leadership is no reason to scrap them.
markets
Global Market Report - 31 January
Australian stocks are poised for a small bounce despite continued international concern about the deadly coronavirus.
stocks
Treasury at room temperature despite cheap wine glut
Growth should pick up in the second half of fiscal-2020, says Morningstar’s Adam Fleck.
stocks
9 winners managing ESG risk
These stocks are well-positioned to tackle the material environmental, social, and governance risks facing their industries.
markets
Firstlinks newsletter - 30 January
FOMO rides again, Mr Market not a fool, Tesla's surge, your input for Josh's LIC review, Oliver's 5 charts, is super best? margin lending, fresh media.
retirement
Why getting a raise can jeopardise your retirement
A boost in income can create unwanted expectations but there are solutions, Morningstar research shows.
markets
Global Market Report - 30 January
The Australian stock market looks set to open flat as Wall Street lost steam overnight after the Fed held rates and said 'uncertainties remain'.
stocks
Morningstar's tribute to Jack Bogle
There has never been anyone who has given more to investors and taken less in return than Jack Bogle.
stocks
BorgWarner swoops on Delphi in EV powerplay
BorgWarner's acquisition of Delphi Technologies creates a one-stop shop for carmakers and compelling value for shareholders, says Morningstar.
retirement
Brace for super cap increase, SMSF trustees warned
Retirees are being urged to talk to their accountant ahead of a mooted increase in the $1.6 million super balance cap.
stocks
Chip makers: opening our cars and our minds
Accessing your car via smartphone, robots detecting your emotions, cars that detect danger: the semiconductor sector may be overvalued but it hasn’t stopped innovating. \n
markets
Global Market Report - 29 January
Australian shares look set to regain ground lost in their worst day of trading for the year as Apple led a recovery on Wall Street.
stocks
Travel and tourism companies face coronavirus fallout
To gauge the effect of the quickly spreading coronavirus on the companies we cover, we look back at SARS.
markets
The year of ESG and the ETF: 2020 investment trends
A new survey shows demand for sustainable investing is forcing wealth managers to alter their portfolios, while low rates will continue to boost inflows into passive funds.
markets
Global Market Report - 28 January
Australian shares are poised to fall when trade begins after the long weekend amid fears the spread of the deadly coronavirus will hurt global markets.
markets
Note from the editor - 25 January
Checking your financial 'vital signs'; sorting the good super funds from the bad; fixed income; infrastructure dividends; names to watch; Kaufland's exit; BlackRock's clout.
personal-finance
Investing basics: It's a trap! Dividend traps and how to avoid them
A company's dividend yield can to lure investors into risky corners of the market, exposing them to financial distress, dividend cuts, and share price declines.
markets
Global Market Report - 24 January
Australian stocks are poised to claw back ground lost as the market posted its worst day for 2020 amid profit warnings and continuing fears about the deadly virus outbreak in China.
markets
Global Market Report - 23 January
Australian stocks are poised to open lower despite a rebound on US markets as health authorities around the world took steps to contain a deadly virus outbreak in China.
personal-finance
5 vital signs to check your financial independence
Clear metrics toward financial independence can help you make better financial decisions
stocks
Mixed fortunes for these 5 dividend plays
Alongside airports, roads and railways are also prized for their dividends.
stocks
German discounter’s shock exit boosts Woolies, Coles’ fortunes
The decision by Kaufland to axe plans to open in Australia removes a competitive threat.
markets
Firstlinks newsletter - 23 January
5 big demographic changes; ASX fire impact; 3 LIC fee points; Aussie stocks in China; your share returns; retiree risk rethink; rogue AI; super access.
stocks
Kraft Heinz on the comeback trail
As the faltering firm works toward a turnaround, patient investors should consider its undervalued shares.
stocks
WiseTech investors brace for 'explosive' result
Software provider WiseTech is bracing for more share price volatility as investor scepticism grows ahead of its much awaited response to criticism from short sellers.
stocks
The stocks to watch this decade
Big data and analytics, networks and computer systems, energy and medicine: just some of the big tech themes for the 2020s. Here are the names that stand to benefit.
markets
Global Market Report - 22 January
Australian shares look set to open higher after a pullback in US markets overnight.
stocks
3 foodie stock picks
Sarasin's Jeneiv Shah looks at three stocks across the food chain, including one company trying to stop cows from burping.
etfs
5 tips for trading ETFs
When do you buy? When do you sell? How do you get the price you want? It is always a good time to brush up on what constitutes good hygiene when transacting ETFs.
personal-finance
9 ways to get fixed income exposure
Equity market volatility, low rates and diversification benefits are some of the reasons to consider credit assets.
markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 17 January.
retirement
Is your super fund swimming or treading water?
Australian super funds delivered a record-breaking eighth straight year of positive returns to members in 2019.
markets
Global Market Report - 21 January
The Australian market looks set to open flat after a five-day bull run with no firm offshore leads due to a holiday in the US.
funds
4 lessons from BlackRock's bold sustainable investing statement
Chief executive Larry Fink charts an ambitious path for sustainable investing to become accessible and accepted. What will it take to succeed?
funds
Tackle climate change or lose investors, companies warned
The bushfire crisis has inflamed debate on climate change and louder calls for action are tipped to force companies to reduce their carbon emissions or risk losing big investors.
markets
Global Market Report - 20 January
Australia’s share market is tipped to open on a high after another record close on Wall Street.
markets
Note from the editor - 18 January
US-China trade truce drives markets higher; stocks rise; rain falls; BlackRock dumps thermal coal; sustainable investing goes mainstream.
stocks
Insurers' earnings withstand bushfire threat for now
Bushfire claims have eaten into IAG and Suncorp’s natural hazard allowance but reinsurance provisions protect their earnings for now, writes Morningstar analyst Nathan Zaia.
funds
Morningstar Sustainability Solutions webinar
Donna Lopata, manager research analyst, and Hanne Gravås, Customer Success Manager Team Lead, take high level look at some of the approaches to sustainable investment, using Morningstar Adviser Research Centre.
markets
Global Market Report - 17 January
Australian shares are poised to steam further ahead into record territory as US markets hit record highs.
stocks
3 Aussie stocks with China ties
As the newly inked initial trade deal between the US and China appears set to roll back some tariffs, we look at how these China-exposed Australian companies have fared recently.
funds
BlackRock goes cold on coal and makes climate change its benchmark
The world’s largest asset manager just became the world’s largest sustainable investor.
etfs
Active ETFs poised to make a move in 2020
2020 could be the year in which Australia's active managers intensify their efforts to get a piece of Australia's $60bn ETF pie.
markets
Morningstar's predictions for 2020
A contraction in housing starts; advances in electric vehicle technology; Trump re-election; a rate cut; and another tough year for banks - just some of what's expected.
stocks
Amazon Fresh finally ready for Prime Time
The market is underestimating the potential impact of Amazon Fresh, which Morningstar expects to be e-commerce's breakthrough story for 2020.
markets
Firstlinks newsletter - 16 January
Why geared funds won; Montgomery optimism; insto pessimism; 20 great tips for retirees; best ways to donate for fires; hybrids v TDs; poacher changes.
markets
Global Market Report - 16 January
Australian share prices appeared headed for another record day after US stocks rose with the signing of a long awaited trade deal with China.
markets
Mr Market isn't so foolish, after all
Ben Graham's powerful metaphor for the way markets operate, one of John Rekenthaler's first investing lessons, is beguiling but largely inaccurate, he writes.
markets
The cannabis investing outlook in 5 charts
The cannabis market is on track for a ninefold increase over the coming decade as legalisation gathers pace across the US.
markets
Global Market Report - 15 January
Australian share prices are set for a flat start after US stocks fell late on news that the US would likely maintain tariffs on Chinese goods until November as part of a trade deal.
markets
Morningstar Adviser Research Centre: year in review 2019
Morningstar analysts look back at a year marked by a plunge in interest rates, shocks for the banking sector, China's vast appetite for iron ore, and the Coalition's upset election win.
funds
Morningstar enhances Manager Research ratings
Morningstar Australasia's director of manager research ratings Aman Ramrakha runs through the recent enhancements to the ratings methodology.
stocks
Understanding the emissions challenge
Investments in renewable power generation are most impactful for reducing full-cycle emissions, followed by increasing natural gas production.
stocks
3 European stock picks for 2020
Unloved cable companies and property firms provide some of the best opportunities in Europe, says T. Rowe Price's Dean Tenerelli.
markets
Global Market Report - 14 January
Investors are hopeful of a good day trading on the Australian share market after US technology companies gained good results and optimism grew about a US-China trade deal.
funds
ESG now a vital business consideration
As Australia’s small business sector calls for more action to reduce the risks from disasters such as bushfires, we look back at how environment, social and governance principles have become a vital business consideration.
stocks
An ethical path to high profits
There are ways to find companies that are both good corporate citizens and cash flow generators, writes Morningstar Investment Management's Peter Bull.
markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 10 January.
markets
Global Market Report - 13 January
Australian share prices appear headed for a flat start to the trading week but a looming US-China trade deal could change investors' mood.
markets
Note from the editor - 11 January
We're less than two weeks into a new decade, but it feels much later given how much has happened.
stocks
N American healthcare plays standing strong in face of ESG risks
A new Morningstar report identifies which big-name health companies are inoculated against environmental, social and governance risks.
stocks
3 global picks in aerospace and defence
British engine maker Rolls-Royce leads a group of global aerospace and defence companies that boast competitive advantages and compelling value, says Morningstar.\n
stocks
Best of 2019: Why Iluka is bucking the mining company trend
In May 2019, Morningstar's Mat Hodge explained why this rare earths company provides a different exposure to consumer materials, and has a clear path to revenue growth.
markets
Global Market Report - 10 January
Early gains are expected on the Australian share market amid optimism about a US-China trade deal.
stocks
How the Morningstar Best Ideas list did in 2019
We put our best stock ideas under the microscope.
stocks
Spark stands out as a defensive value pick
Among the seven utilities in Morningstar Australasia's research stable, Spark Infrastructure stands out as a defensive play trading below its fair value estimate.
markets
What happened to the Santa Rally?
Investors in Australia's largest companies were denied a late Christmas gift as the Morningstar Australia Index slid into negative December returns for a second year running.
markets
Firstlinks newsletter - 9 January
Why investing is like eating; your decision-making pyramid; internal ASIC email on LIC fees; fires reveal underinsurance; investing decade; free ebook.
markets
Global Market Report - 9 January
The Australian share market is poised to gain after US President Donald Trump indicated he would not respond militarily to Iran's missile strike on US troops in Iraq.
funds
Top-performing global bond funds of 2019
Investor demand for credit assets held up better than many expected last year amid record interest rate lows and continuing US-China trade tensions.
stocks
Best of 2019: how to pick stocks like Warren Buffett
In this Best of 2019 video, Morningstar director of investor education Karen Wallace reveals how Warren Buffet benefited from sniffing out companies with competitive advantages.
personal-finance
Year-end portfolio review: 4 easy steps
With the holiday season winding down it's time to check on your portfolio's health.
stocks
Best of 2019: Coles, Woolies and shareholders face tough facts
In 2019, we checked in with retail analyst Johannes Faul who explained how margin pressures affected supermarket giants Woolworths and Coles, and how the market reacted.
stocks
10 reasons why Morningstar is lovin’ McDonalds
At McDonald’s in 2020, expect more chicken sandwiches, expect more plant-based meat offerings and expect less fraternising between management and staff.
markets
Global Market Report - 8 January
The Australian share market is set for a flat open amid concerns from US investors over escalating tensions between Washington and Tehran.
markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 3 January.
markets
Global Market Report - 7 January
The Aussie share market is poised for a modest recovery after the US market rebounded despite ongoing conflict between the US and Iran.
stocks
14 pockets of value in an overheated US market
Tech’s overheated, but energy and consumer stocks are going cheap. That’s the one-line takeaway from Morningstar’s US equity outlook for the first quarter of 2020.
stocks
Highest dividend-yielding stocks of 2019
Commodities players, a fuel distributor and a media company were among the highest dividend-paying stocks in 2019, and they're tipped for similar success in 2020.
stocks
Best of 2019 videos: Warnes' downturn warning for investors
In our look back at 2019, Morningstar head of equity research Peter Warnes identifies the performers of this earning season and issues a warning to investors of what action to take as uncertainty builds.
markets
Global Market Report - 6 January
The Australian share market is set to edge lower following renewed tensions in the Middle East and a contraction in US manufacturing which caused Wall St to fall.
stocks
Top-returning Aussie property stocks of 2019
Real estate investment trusts Mirvac and Stockland were among the top-performing listed property stocks of 2019, delivering returns as high as 50 per cent.
markets
Record runs and how 2019 became a hunt for yield
An upset win for the Coalition. The death of a divisive debate on franking credit entitlements. A zero in front of the official cash rate. A stock market surge.
stocks
Stocks that soared in 2019
A look at the top performers of the Morningstar Australia Index, the top stocks in our coverage universe, and four stocks that are undervalued
funds
10 reasons many fund managers are now blank spaces
It looks easy from the outside, but asset management is a tough game. Winners can win big, but there are far more strugglers.
personal-finance
Investing basics: the brilliant but boring keys to financial success
Stop looking for investment alchemy; it's the boring stuff that really matters.
markets
Global Market Report - 3 January
The Australian share market is set for an early boost after Wall Street hit fresh record highs overnight on easing trade tensions and fresh stimulus for the Chinese economy.
stocks
Bargain Asian stocks for your 2020 watchlist
Morningstar’s Asia Equity Market Outlook contains several five-star stocks, spanning communication services, industrials, consumer cyclicals, and financial services.
personal-finance
Investing lessons from the past 25 years
On becoming a minimalist, focusing on the really important allocations, and talking about hard stuff.
markets
Firstlinks newsletter - 2 January
Chris Cuffe's favourites from 2019, free ebook of our best interviews 2013 to 2019, Buffett warning, summer reading list, review 2019 & preview 2020.
markets
Global Market Report - 2 January
The Australian share market faces an uncertain start to the new decade as a New Year's Eve rally on Wall Street and bleak futures data hint at opposing prospects for local stocks.
retirement
New super fund league table should be taken with a grain of salt
The regulator's new ranking system for superannuation funds has shaken up the industry, but investors have been warned not to over-react to some of the early indications.